Christopher Lee, financial advisor San Francisco CA

Christopher Lee

CRD Number: 6643708
Current Firm: Cboe Vest Financial LLC

Christopher Lee (CRD# 6643708) is an Investment Advisor Representative working at Cboe Vest Financial LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

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Wealth & Tax Planners
Professional Designations
Company Name Location Dates Years
First Dominion Capital Corp. Richmond, VA Oct 2016 - Current 4
Cboe Vest Financial Mclean, VA May 2013 - Current 7
Cypress Semi-conductor San Jose, CA Jul 2005 - May 2013 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2016
Contact Info for Christopher D. Lee
Phone Number: 855-979-6060
Firm Website: http://www.cboevest.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,114
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $79,566,449
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

VA

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